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MOVE Account Creation, All Accounts edits are made in client accounts, not…
MOVE Account Creation
MOVE Account Created Automatically
Client Fills Out Onboarding Form, ZAP creates move account from MOVE template
Check all Triggers are set to Active
The only trigger not set to active is "Google Call" IF google services are not selected. Otherwise they will be active
Setting Edits
Company
Upload company logo to "Company" tab
Team Managemtns
Add users and staff from Monday board to "Team Management"
Add Employee: First name, last name, email and phone number. Default password is
Password@123
Make sure everyone is set to
"USER"
Permissions: Make sure you click read only, turn off triggers, online listing, bulk request, funnels, reviews
Intergrations
Connect Google account (if applicable)
Connect Facebook Account
Email / SMS
Generate Google Links
Review Widget
Copy and Paste widget code into design team box in Client Sheet
Calendar
Select Calendar: TMS Consultation
Copy and paste "embed" link in Calendar widget
Phone Numbers
You will need two phone numbers if the Client is using Google
"Add Phone Number"
Use appropriate location Area code and search
Choose a number that would be easy to memorize
Custom Value
Edit the doctor name
Edit the list of "Email Alert Notification" to our team emails and Client emails
Marketing Phone Number is the new number generated in MOVE
Add bit.ly links once they are created (Funnels created by KP)
Add website
We have two templates. Psych is for TMS, Ketamine etc. The other is for Chiro. This is chosen by the client
Manual Creation
Click Add Account From Agency Level
Choose Correct Template
Follow the Steps on the other side of the chart
All Accounts edits are made in client accounts, not in their snapshots